iShares Morningstar Growth EILCGETF
13F holders, Q4 2025 (December 31)342holders +17
23new positions
21sold out
$104.06avg. 13F price*
At the end of Q4 2025, 342 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, up 17 from Q3 2025. 23 opened new positions and 21 sold out. The largest holders were Equitable Holdings, Inc. ($242.2M), LPL Financial LLC ($143.7M) and Morgan Stanley ($115.7M).
- Company
- iShares Morningstar Growth E
- CUSIP
- 464287119
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $6.1M |
| Exits | 21 | $60.7M |
All 13F filers, Q3 2025 → Q4 2025: 714,390 shares bought and 1,568,618 shares sold, net −854,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 342 holders
| Equitable Holdings, Inc. | 1.66% | Reduce -0.4% | 2,328,126 | $242.2M |
| LPL Financial LLC | 0.04% | Add +6.7% | 1,381,151 | $143.7M |
| Morgan Stanley | 0.01% | Reduce -19.0% | 1,112,299 | $115.7M |
| Wells Fargo & Company | 0.01% | Add +6.1% | 718,042 | $74.7M |
| FAS Wealth Partners, Inc. | 3.94% | Reduce -2.2% | 586,634 | $61.0M |
| Cetera Investment Advisers | 0.06% | Add +6.9% | 528,445 | $55.0M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 501,801 | $52.2M |
| Clearstead Trust, LLC | 8.12% | Add +1.8% | 495,827 | $51.6M |
| B&D White Capital Company, LLC | 5.80% | Reduce -1.0% | 481,278 | $50.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.6% | 455,566 | $47.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 399,429 | $41.6M |
| McKinley Carter Wealth Services, Inc. | 2.14% | Reduce -17.1% | 368,249 | $38.3M |
| UBS Group AG | 0.01% | Reduce -3.1% | 355,130 | $36.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -3.6% | 349,598 | $36.4M |
| GM Advisory Group, LLC | 1.36% | Add +16.5% | 333,245 | $34.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.6% | 331,032 | $34.4M |
| MML Investors Services, LLC | 0.07% | Add +3.3% | 284,868 | $29.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -10.4% | 252,346 | $26.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.8% | 221,438 | $23.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +11.4% | 168,913 | $17.6M |
| LongView Wealth Management | 3.76% | Reduce -4.7% | 147,068 | $15.6M |
| Kiley Juergens Wealth Management, LLC | 3.25% | Reduce -2.1% | 143,882 | $15.0M |
| Mariner, LLC | 0.02% | Add +10.6% | 138,358 | $14.4M |
| Corient Private Wealth LP | 0.02% | Add +2.5% | 125,495 | $13.1M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +0.4% | 116,897 | $12.2M |
| Cornerstone Wealth Management, LLC | 0.60% | Reduce -0.8% | 110,325 | $11.5M |
| Royal Bank of Canada | 0.00% | Add +21.7% | 106,590 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.3% | 102,335 | $10.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.5% | 93,693 | $9.7M |
| Captrust Financial Advisors | 0.02% | No change | 85,595 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -19.6% | 81,696 | $8.5M |
| Investors Research Corp | 1.55% | Add +8.4% | 81,507 | $8.5M |
| Farther Finance Advisors, LLC | 0.09% | Add +949.7% | 79,438 | $8.3M |
| Park Avenue Securities LLC | 0.07% | Add +24.4% | 76,561 | $8.0M |
| Marietta Wealth Management, LLC | 0.84% | Reduce -2.4% | 69,895 | $7.3M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -1.1% | 68,693 | $7.1M |
| White Pine Investment CO | 1.68% | Add +0.8% | 68,396 | $7.1M |
| Cwm, LLC | 0.02% | Reduce -0.6% | 67,147 | $7.0M |
| Woodard & Co. Asset Management Group Inc. | 1.01% | Reduce -9.4% | 61,553 | $6.4M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.5% | 61,513 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Add +2.6% | 60,200 | $6.3M |
| &partners | 0.03% | Add +3.6% | 57,998 | $6.0M |
| IHT Wealth Management, LLC | 0.15% | Reduce -1.1% | 57,600 | $6.0M |
| Sunburst Financial Group, LLC | 1.18% | Reduce -0.5% | 56,130 | $5.8M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.1% | 54,639 | $5.7M |
| Ipsen Advisor Group LLC | 3.99% | Reduce -20.4% | 53,924 | $5.6M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -0.0% | 53,554 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.4% | 53,152 | $5.5M |
| Money Concepts Capital Corp. | 0.29% | Add +2.6% | 50,341 | $5.2M |
| American Financial & Tax Strategies Inc. | 2.59% | Reduce -0.4% | 49,926 | $5.2M |
| Dentgroup LLC | 3.53% | Reduce -1.1% | 49,380 | $5.1M |
| Arcadia Wealth Management, LLC | 1.85% | Add +0.5% | 47,779 | $5.0M |
| Corsicana & Co. | 2.55% | Add +0.8% | 43,712 | $4.5M |
| Strategic Financial Concepts, LLC | 4.02% | Add +271.5% | 42,306 | $4.4M |
| Retirement Planning Group, LLC | 0.14% | Reduce -0.2% | 41,838 | $4.4M |
| Madison Wealth Partners, Inc | 0.76% | Reduce -1.2% | 40,143 | $4.2M |
| Creative Planning | 0.00% | Reduce -4.7% | 39,763 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +28.1% | 39,329 | $4.1M |
| Northwest Wealth Advisors, LLC | 3.00% | — | 37,051 | $3.9M |
| Twin Focus Capital Partners, LLC | 0.43% | Add +1.2% | 35,571 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +117.5% | 35,065 | $3.6M |
| VestGen Advisors, LLC | 0.15% | Reduce -0.8% | 34,407 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.1% | 33,894 | $3.5M |
| Brand Asset Management Group, Inc. | 0.97% | Reduce -4.3% | 33,376 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -17.4% | 33,317 | $3.5M |
| Jim Saulnier & Associates, LLC | 1.79% | Reduce -1.6% | 33,257 | $3.5M |
| Bawa N Mallick Trust | 1.27% | No change | 32,857 | $3.4M |
| GenWealth Group, Inc. | 0.56% | Reduce -0.1% | 31,383 | $3.3M |
| FMR LLC | 0.00% | Add +4.8% | 31,601 | $3.3M |
| Steinberganna Wealth Management | 1.54% | Reduce -2.0% | 31,538 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -72.9% | 30,840 | $3.2M |
| Advisory Services Network, LLC | 0.04% | Add +6.4% | 28,380 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -39.2% | 27,578 | $2.9M |
| Savant Capital, LLC | 0.02% | Add +0.4% | 26,769 | $2.8M |
| Focus Financial Network, Inc. | 0.10% | Reduce -24.0% | 26,329 | $2.7M |
| One Capital Management, LLC | 0.08% | Reduce -0.3% | 26,299 | $2.7M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 26,186 | $2.7M |
| Asempa Wealth Advisors | 2.17% | — | 24,216 | $2.5M |
| North Star Investment Management Corp. | 0.16% | Reduce -2.5% | 24,064 | $2.5M |
| Arkadios Wealth Advisors | 0.05% | Add +0.1% | 23,628 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -5.3% | 23,571 | $2.5M |
| Assetmark, Inc. | 0.00% | Add +43.5% | 22,995 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.5% | 22,850 | $2.4M |
| Shira Ridge Wealth Management | 0.93% | Reduce -2.1% | 22,245 | $2.3M |
| Pinnacle Financial Group, LLC / IL | 0.66% | Reduce -4.4% | 21,833 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.25% | Add +17.9% | 21,078 | $2.2M |
| Cape Investment Advisory, Inc. | 0.67% | Add +523775.0% | 20,955 | $2.2M |
| Greykasell Wealth Strategies, Inc. | 0.84% | Add +0.0% | 20,503 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +51.1% | 20,398 | $2.1M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -1.0% | 20,000 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 19,716 | $2.1M |
| Beacon Financial Advisory LLC | 0.46% | Reduce -0.8% | 19,279 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.29% | Reduce -1.8% | 18,747 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.2% | 18,385 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +28.6% | 18,368 | $1.9M |
| XML Financial, LLC | 0.15% | No change | 17,902 | $1.9M |
| Kane Investment Management, Inc. | 0.90% | Reduce -2.3% | 17,735 | $1.8M |
| Global Retirement Partners, LLC | 0.03% | Add +16.6% | 17,533 | $1.8M |
| Prosperity Consulting Group, LLC | 0.08% | Add +15.1% | 17,309 | $1.8M |
| Towerpoint Wealth, LLC | 0.69% | Add +5.7% | 16,802 | $1.7M |
| Essex Financial Services, Inc. | 0.10% | Reduce -1.1% | 16,519 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.7% | 16,501 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.5% | 16,290 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | No change | 15,557 | $1.6M |
| Absolute Capital Management, LLC | 0.59% | Add +0.0% | 15,510 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -42.0% | 15,506 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -27.9% | 15,290 | $1.6M |
| Creative Financial Designs Inc. | 0.10% | Add +2.2% | 15,161 | $1.6M |
| Geneos Wealth Management Inc. | 0.04% | Add +6.4% | 15,150 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Reduce -8.5% | 15,036 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -0.5% | 14,872 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -18.8% | 14,844 | $1.5M |
| Roman Butler Fullerton & Co. | 0.39% | Add +11.1% | 14,153 | $1.5M |
| JGP Wealth Management, LLC | 0.15% | Add +46.8% | 13,712 | $1.4M |
| GWN Securities Inc. | 0.29% | Add +3.5% | 13,573 | $1.4M |
| Greenspring Advisors, LLC | 0.09% | New | 13,565 | $1.4M |
| Pinnacle Bancorp, Inc. | 0.41% | No change | 13,505 | $1.4M |
| Rodgers & Associates, LTD | 0.14% | Reduce -19.0% | 13,450 | $1.4M |
| Csenge Advisory Group | 0.06% | Reduce -2.8% | 13,032 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -8.5% | 12,492 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +11.9% | 12,460 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.9% | 12,191 | $1.3M |
| Comerica Bank | 0.00% | Add +0.0% | 11,845 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +46.8% | 11,599 | $1.2M |
| Triad Wealth Partners, LLC | 0.11% | Add +4.8% | 11,355 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.0% | 11,000 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.35% | Reduce -1.5% | 10,975 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.3% | 10,792 | $1.1M |
| Adell Harriman & Carpenter Inc. | 0.07% | Reduce -61.5% | 10,495 | $1.1M |
| Edge Financial Advisors LLC | 0.45% | Add +16.2% | 10,367 | $1.1M |
| Twin Peaks Wealth Advisors, LLC | 0.31% | Add +58.7% | 10,426 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -2.3% | 10,021 | $1.0M |
| Wealthquest Corp | 0.08% | Reduce -0.2% | 9,851 | $1.0M |
| Cooper Financial Group | 0.11% | Add +0.0% | 9,646 | $1.0M |
| Evolve Private Wealth, LLC | 0.06% | — | 9,607 | $1000K |
| Goldstein Advisors, LLC | 0.11% | No change | 9,470 | $985K |
| Anb Bank | 0.39% | Reduce -0.0% | 9,387 | $977K |
| Proactive Wealth Strategies LLC | 0.39% | Reduce -3.0% | 9,343 | $972K |
| Summit Financial, LLC | 0.01% | Add +0.2% | 9,183 | $955K |
| Hershey Financial Advisers, LLC | 0.80% | Reduce -17.3% | 9,128 | $950K |
| Fairview Capital Investment Management, LLC | 0.05% | No change | 9,093 | $946K |
| Milestones Private Investment Advisors LLC | 0.64% | No change | 8,955 | $932K |
| Brio Consultants, LLC | 0.12% | Add +2.4% | 8,844 | $920K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.0% | 8,646 | $899K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.7% | 8,624 | $897K |
| Drake & Associates, LLC | 0.18% | Add +39.8% | 8,601 | $895K |
| Livet Wealth, LLC | 0.55% | — | 8,529 | $887K |
| Nvest Financial, LLC | 0.37% | Add +4.8% | 8,504 | $885K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +19.5% | 8,444 | $879K |
| Summit Asset Management, LLC | 0.12% | No change | 8,285 | $862K |
| Private Trust Co. NA | 0.07% | No change | 8,194 | $853K |
| HB Wealth Management, LLC | 0.01% | No change | 8,085 | $841K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.29% | New | 8,000 | $832K |
| Catalyst Financial Partners LLC | 0.09% | No change | 7,850 | $817K |
| Key Financial Inc | 0.15% | Add +4.9% | 7,740 | $805K |
| GW Henssler & Associates Ltd. | 0.04% | Reduce -0.4% | 7,677 | $799K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 7,625 | $793K |
| Cedar Point Capital Partners, LLC | 0.51% | Reduce -11.0% | 7,622 | $793K |
| Janney Montgomery Scott LLC | 0.00% | No change | 7,625 | $793K |
| Wharton Business Group, LLC | 0.03% | No change | 7,400 | $770K |
| LRI Investments, LLC | 0.06% | No change | 7,230 | $752K |
| Independent Financial Group, LLC | 0.02% | Add +10.3% | 7,191 | $748K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +37.4% | 6,959 | $724K |
| Fortune 45 LLC | 0.35% | Add +0.1% | 6,935 | $723K |
| US Bancorp \de | 0.00% | Add +133.7% | 6,795 | $707K |
| Vision Capital Management, Inc. | 0.08% | No change | 6,740 | $701K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -1.3% | 6,533 | $680K |
| Bowman & Co S.C. | 0.29% | Reduce -1.7% | 6,505 | $677K |
| Patten & Patten Inc. | 0.04% | No change | 6,222 | $647K |
| Blair William & Co. | 0.00% | Add +0.1% | 6,157 | $641K |
| Red Tortoise LLC | 0.27% | No change | 6,074 | $632K |
| Outlook Wealth Advisors, LLC | 0.14% | No change | 6,031 | $627K |
| MKT Advisors LLC | 0.21% | Add +0.0% | 5,808 | $609K |
| Mather Group, Llc. | 0.01% | No change | 5,837 | $607K |
| Plotkin Financial Advisors, LLC | 0.29% | Add +15.7% | 5,715 | $595K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,709 | $594K |
| Indivisible Partners | 0.06% | — | 5,708 | $594K |
| Optivise Advisory Services LLC | 0.34% | Add +20.6% | 5,659 | $589K |
| Atria Investments, Inc | 0.01% | Add +17.8% | 5,648 | $588K |
| Invested Advisors | 0.60% | New | 5,585 | $581K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -12.3% | 5,546 | $577K |
| Midwest Financial Partners Investments, Inc. | 0.32% | — | 5,505 | $573K |
| Avantra Family Wealth, Inc. | 0.41% | No change | 5,400 | $562K |
| Milestone Investment Advisors LLC | 0.13% | New | 5,275 | $549K |
| Courage Miller Partners, LLC | 0.16% | Reduce -0.4% | 5,180 | $539K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | No change | 5,139 | $535K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,060 | $526K |
| Cornerstone Financial Group, LLC | 0.37% | Add +0.1% | 5,032 | $524K |
| Flagstar Securities, Inc. | 0.17% | Reduce -0.4% | 4,976 | $518K |
| SK Wealth Management, LLC | 0.14% | Add +0.1% | 4,860 | $514K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 4,860 | $506K |
| Aspect Partners, LLC | 0.22% | No change | 4,755 | $495K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.3% | 4,647 | $483K |
| SCS Capital Management LLC | 0.01% | No change | 4,575 | $476K |
| Valpey Financial Services, LLC | 0.30% | Reduce -0.1% | 4,565 | $475K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 4,538 | $472K |
| Paladin Advisory Group, LLC | 0.34% | No change | 4,490 | $467K |
| New Insight Wealth Advisors | 0.16% | Reduce -8.0% | 4,428 | $461K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 4,383 | $456K |
| LJI Wealth Management, LLC | 0.07% | No change | 4,360 | $454K |
| Accel Wealth Management | 0.12% | Add +0.1% | 4,354 | $453K |
| Redstone Wealth Management, LLC | 0.35% | — | 4,281 | $445K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 4,250 | $442K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +1.8% | 4,244 | $442K |
| BlackRock, Inc. | 0.00% | New | 4,211 | $438K |
| Annex Advisory Services, LLC | 0.01% | Add +1.3% | 4,178 | $435K |
| IFG Advisory, LLC | 0.02% | No change | 4,153 | $432K |
| Commerce Bank | 0.00% | No change | 4,116 | $428K |
| GTS Securities LLC | 0.01% | Add +75.3% | 4,033 | $420K |
| Strategic Blueprint, LLC | 0.02% | Reduce -1.1% | 3,920 | $408K |
| Kovack Advisors, Inc. | 0.02% | Add +9.6% | 3,893 | $405K |
| Paragon Capital Management Ltd | 0.08% | No change | 3,834 | $399K |
| AlphaCore Capital LLC | 0.01% | Add +33.3% | 3,800 | $395K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,740 | $389K |
| World Investment Advisors | 0.01% | Add +4.3% | 3,740 | $389K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -37.9% | 4,765 | $376K |
| Aspiriant, LLC | 0.01% | Reduce -2.3% | 3,614 | $376K |
| Gilman Hill Asset Management, LLC | 0.06% | No change | 3,460 | $360K |
| Eagle Global Advisors LLC | 0.01% | Reduce -0.6% | 3,315 | $345K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,211 | $334K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,100 | $323K |
| Arax Advisory Partners | 0.01% | New | 3,075 | $320K |
| Brown Advisory Inc. | 0.00% | No change | 3,058 | $318K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,032 | $315K |
| Good Harbor Advisors, Inc. | 0.36% | — | 3,000 | $312K |
| Platt Investment Counsel, LLC | 0.23% | No change | 3,000 | $312K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.0% | 2,965 | $308K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.15% | New | 2,730 | $308K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.2% | 2,947 | $307K |
| Joel Adams & Associates, Inc. | 0.23% | Reduce -2.6% | 2,943 | $306K |
| Elevation Wealth Management LLC | 0.29% | — | 2,906 | $302K |
| Opinicus Capital, Inc. | 0.21% | Reduce -0.5% | 2,833 | $295K |
| StoneX Group Inc. | 0.01% | No change | 2,805 | $292K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.1% | 2,797 | $291K |
| KPP Advisory Services LLC | 0.04% | Add +34.0% | 2,758 | $287K |
| Kaydan Wealth Management, Inc. | 0.08% | No change | 2,750 | $286K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +0.0% | 2,712 | $282K |
| Fiduciary Alliance LLC | 0.02% | No change | 2,692 | $280K |
| Sherman Wealth Management LLC | 0.24% | — | 2,641 | $275K |
| ORG Partners LLC | 0.05% | Add +30.8% | 2,622 | $273K |
| Laurel Wealth Advisors LLC | 0.04% | New | 2,600 | $271K |
| AE Wealth Management LLC | 0.00% | Reduce -88.6% | 2,572 | $268K |
| McHugh Group, LLC | 0.15% | No change | 2,530 | $263K |
| Fulcrum Equity Management | 0.25% | Reduce -2.0% | 2,530 | $263K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.1% | 2,520 | $262K |
| First Interstate Bank | 0.01% | No change | 2,500 | $260K |
| Mathes Company, Inc. | 0.09% | No change | 2,500 | $260K |
| Eastern Bank | 0.00% | No change | 2,490 | $259K |
| Goodman Advisory Group, LLC | 0.06% | Reduce -98.7% | 2,477 | $258K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -3.8% | 2,469 | $257K |
| Cerity Partners LLC | 0.00% | No change | 2,469 | $257K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 2,468 | $257K |
| Destination Wealth Management | 0.01% | No change | 2,407 | $250K |
| Nilsine Partners, LLC | 0.02% | No change | 2,400 | $250K |
| Family Investment Center, Inc. | 0.05% | No change | 2,398 | $250K |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | Reduce -6.5% | 2,380 | $248K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 2,346 | $244K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.9% | 2,341 | $244K |
| Mainstay Capital Management LLC | 0.02% | No change | 2,325 | $242K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,320 | $241K |
| RFG Advisory, LLC | 0.00% | Reduce -94.0% | 2,307 | $240K |
| PGIM Custom Harvest LLC | 0.00% | No change | 2,250 | $234K |
| Allworth Financial LP | 0.00% | Add +37.0% | 2,249 | $234K |
| Kintra Wealth, LLC | 0.03% | New | 2,217 | $231K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -2.8% | 2,195 | $230K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.4% | 2,151 | $224K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 2,145 | $223K |
| Red Reef Advisors LLC | 0.23% | — | 2,137 | $222K |
| Diversify Advisory Services, LLC | 0.01% | No change | 2,055 | $216K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 2,071 | $215K |
| 5T Wealth, LLC | 0.09% | Reduce -0.4% | 2,051 | $213K |
| Cadent Capital Advisors, LLC | 0.06% | Add +0.1% | 2,026 | $211K |
| MLP3, LLC | 0.23% | — | 2,000 | $208K |
| Mgo One Seven LLC | 0.00% | New | 1,966 | $205K |
| Floyd Financial Group LLC | 0.14% | No change | 2,000 | $204K |
| Fifth Third Bancorp | 0.00% | Add +6.0% | 1,960 | $204K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -11.1% | 1,796 | $187K |
| Crewe Advisors LLC | 0.02% | No change | 1,740 | $181K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -30.0% | 1,531 | $159K |
| Godfrey Financial Associates, Inc. | 0.14% | — | 1,520 | $158K |
| Elyxium Wealth, LLC | 0.04% | New | 1,450 | $151K |
| Costello Asset Management, INC | 0.05% | Add +0.1% | 1,367 | $142K |
| Tsfg, LLC | 0.02% | No change | 1,300 | $135K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,200 | $124K |
| Cedar Mountain Advisors, LLC | 0.02% | Reduce -2.5% | 1,170 | $122K |
| Atwood & Palmer Inc. | 0.01% | Add +0.1% | 1,128 | $117K |
| Garton & Associates Financial Advisors LLC | 0.06% | — | 1,075 | $112K |
| Wealth Watch Advisors, INC | 0.04% | No change | 1,026 | $107K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,007 | $105K |
| MGB Wealth Management, LLC | 0.03% | Add +0.2% | 1,003 | $104K |
| SageView Advisory Group, LLC | 0.00% | New | 950 | $99K |
| UMB Bank, n.a. | 0.00% | Reduce -51.4% | 898 | $93K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 880 | $92K |
| Lloyd Advisory Services, LLC. | 0.03% | Reduce -95.4% | 843 | $88K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 750 | $78K |
| Lanark Financial, Inc. | 0.01% | No change | 720 | $75K |
| Signaturefd, LLC | 0.00% | No change | 680 | $71K |
| Spire Wealth Management | 0.00% | Add +23.8% | 630 | $66K |
| Bank of Montreal | 0.00% | No change | 610 | $63K |
| Realta Investment Advisors | 0.02% | No change | 580 | $60K |
| Signature Equity Partners, LLC | 0.03% | — | 577 | $60K |
| MidAtlantic Capital Management, Inc. | 0.04% | New | 534 | $56K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.8% | 526 | $55K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -18.1% | 494 | $52K |
| Larson Financial Group LLC | 0.00% | Reduce -3.3% | 500 | $52K |
| Cheviot Value Management, LLC | 0.00% | No change | 458 | $49K |
| CX Institutional | 0.00% | New | 465 | $48K |
| Hantz Financial Services, Inc. | 0.00% | Add +9.0% | 447 | $47K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 437 | $46K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1250.0% | 378 | $39K |
| Rossby Financial, LCC | 0.01% | No change | 372 | $39K |
| Parallel Advisors, LLC | 0.00% | No change | 355 | $37K |
| Caitlin John, LLC | 0.02% | No change | 336 | $35K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 300 | $31K |
| NBT Bank, N.A. | 0.00% | No change | 104 | $30K |
| JNBA Financial Advisors | 0.00% | No change | 256 | $27K |
| MH & Associates Securities Management Corp. | 0.02% | — | 200 | $21K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 197 | $20K |
| Financial Consulate, Inc. | 0.00% | No change | 185 | $19K |
| Nova Wealth Management, Inc. | 0.01% | No change | 175 | $18K |
| Archer Investment Corp | 0.00% | No change | 160 | $17K |
| Dunhill Financial, LLC | 0.00% | No change | 130 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 107 | $11K |
| IFP Advisors, Inc | 0.00% | Add +46.5% | 104 | $11K |
| Sage Mountain Advisors LLC | 0.00% | No change | 100 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 98 | $10K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 88 | $9K |
| Russell Investments Group, Ltd. | 0.00% | No change | 62 | $6K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -33.8% | 51 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -2.1% | 46 | $5K |
| Financial Freedom, LLC | 0.00% | No change | 44 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 44 | $5K |
| Holos Integrated Wealth LLC | 0.00% | No change | 36 | $4K |
| Cornerstone Financial Management LLC | 0.00% | — | 25 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 25 | $3K |
| Motiv8 Investments LLC | 0.00% | New | 15 | $2K |
| Addison Advisors LLC | 0.00% | No change | 16 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | New | 7 | $728 |
| Fortis Group Advisors, LLC | 0.00% | New | 6 | $624 |
| Kingdom Financial Group LLC. | 0.00% | New | 5 | $520 |
| Smartleaf Asset Management LLC | 0.00% | No change | 3 | $315 |
| Copia Wealth Management | 0.00% | New | 1 | $104 |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.